Blackstone Inc.
BX- Exchange
- NYSE
- Industry
- Investment Advice
- SEC CIK
- 0001393818
In the last 90 days, Blackstone Inc. insiders filed 1 open-market purchase and 4 sales; 2,157 institutions reported holding it in 13F filings for Q2 2026, worth $63.4B in total; 3 superinvestors hold it, including Markel Group and Soros Fund Management.
13F holders, Q2 2026
Institutional positions in Blackstone Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
Q3 2026 data is still coming in: 8 institutions have reported holding BX so far. See Q3 2026
- Institutional holders
- 2,157
- +47 vs. Q1 2026
- Shares held
- 539.1M
- +19.1M (+3.7%) vs. Q1 2026
- Total value
- $63.4B
- +$3.60B (+6.0%) vs. Q1 2026
- New holders
- 178
- 962 more added
- Sold out
- 131
- 735 more reduced
27 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,157 | $63.4B |
| Q1 2026 | 2,137 | $60.3B |
| Q4 2025 | 2,287 | $79.0B |
| Q3 2025 | 2,205 | $87.1B |
| Q2 2025 | 2,112 | $76.6B |
| Q1 2025 | 2,084 | $71.5B |
| Q4 2024 | 2,135 | $88.4B |
| Q3 2024 | 1,938 | $77.8B |
| Q2 2024 | 1,865 | $61.6B |
| Q1 2024 | 1,848 | $64.9B |
| Q4 2023 | 1,809 | $65.6B |
| Q3 2023 | 1,667 | $53.3B |
| Q2 2023 | 1,585 | $42.4B |
| Q1 2023 | 1,561 | $40.3B |
| Q4 2022 | 1,555 | $33.9B |
| Q3 2022 | 1,533 | $37.2B |
| Q2 2022 | 1,585 | $39.9B |
| Q1 2022 | 1,676 | $55.9B |
| Q4 2021 | 1,636 | $56.3B |
| Q3 2021 | 1,438 | $49.6B |
| Q2 2021 | 1,323 | $41.9B |
| Q1 2021 | 1,188 | $30.8B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Blackstone Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aspen Grove Capital, LLC | 11,175 | $1.32M | 0.19% | +179+1.6% | Added |
| Howland Capital Management LLC | 11,366 | $1.34M | 0.05% | −60,376−84.2% | Reduced |
| Fjell Capital, LLC | 11,398 | $1.34M | 0.91% | +638+5.9% | Added |
| SFMG, LLC | 11,458 | $1.35M | 0.08% | +134+1.2% | Added |
| Bryn Mawr Trust Co | 11,492 | $1.35M | 0.03% | −324−2.7% | Reduced |
| Pinnacle West Asset Management, Inc. | 11,543 | $1.36M | 0.94% | 00.0% | Unchanged |
| Dakota Wealth Management | 11,541 | $1.36M | 0.03% | −1,499−11.5% | Reduced |
| Gillespie Robinson & Grimm Inc | 11,585 | $1.36M | 0.09% | 00.0% | Unchanged |
| Shay Capital LLC | 11,600 | $1.36M | 0.15% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 11,666 | $1.37M | 0.16% | +384+3.4% | Added |
| Plato Investment Management Ltd | 11,761 | $1.38M | 0.08% | −769−6.1% | Reduced |
| Inspire Trust Co, N.A. | 11,700 | $1.38M | 0.19% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 11,703 | $1.38M | 0.02% | +484+4.3% | Added |
| MidFirst Bank | 11,710 | $1.38M | 0.10% | +329+2.9% | Added |
| Benchmark Financial Wealth Advisors, LLC | 11,730 | $1.38M | 0.34% | +135+1.2% | Added |
| Freestone Capital Holdings, LLC | 11,741 | $1.38M | 0.04% | +785+7.2% | Added |
| Smith, Moore & Co. | 11,780 | $1.39M | 0.09% | +135+1.2% | Added |
| Matrix Private Capital Group LLC | 11,822 | $1.39M | 0.60% | +171+1.5% | Added |
| LMG Wealth Partners, LLC | 11,854 | $1.39M | 0.22% | +692+6.2% | Added |
| Diversified Trust Co | 11,883 | $1.40M | 0.02% | +222+1.9% | Added |
| Fiduciary Trust Co | 11,903 | $1.40M | 0.02% | +93+0.8% | Added |
| Angeles Wealth Management, LLC | 11,922 | $1.40M | 0.06% | −1,154−8.8% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 11,963 | $1.41M | 0.00% | −686−5.4% | Reduced |
| Accel Wealth Management | 11,969 | $1.41M | 0.32% | −1,038−8.0% | Reduced |
| Baldwin Investment Management, LLC | 12,009 | $1.41M | 0.14% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 12,056 | $1.42M | 0.29% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 12,086 | $1.42M | 0.04% | −24,901−67.3% | Reduced |
| Intrepid Financial Planning Group LLC | 12,178 | $1.43M | 0.49% | −125−1.0% | Reduced |
| Sagespring Wealth Partners, LLC | 12,197 | $1.44M | 0.02% | +1,796+17.3% | Added |
| Spirit of America Management Corp | 12,200 | $1.44M | 0.27% | −3,800−23.8% | Reduced |
| Brown Miller Wealth Management, LLC | 12,207 | $1.44M | 0.36% | +721+6.3% | Added |
| Vontobel Holding Ltd. | 12,282 | $1.45M | 0.00% | −9,205−42.8% | Reduced |
| Harmony Asset Management LLC | 12,372 | $1.46M | 0.39% | −198−1.6% | Reduced |
| Brave Asset Management Inc | 12,419 | $1.46M | 0.31% | 00.0% | Unchanged |
| Twin Tree Management, LP | 12,460 | $1.47M | 0.23% | +12,460 | New |
| Rose Capital Advisors LLC | 12,484 | $1.47M | 0.79% | +12,484 | New |
| Adviser Investments LLC | 12,526 | $1.47M | 0.01% | +3,194+34.2% | Added |
| RFG Advisory, LLC | 12,548 | $1.48M | 0.02% | +6,965+124.8% | Added |
| Calamos Wealth Management LLC | 12,578 | $1.48M | 0.04% | −1,360−9.8% | Reduced |
| TCW Group Inc | 12,588 | $1.48M | 0.01% | +220+1.8% | Added |
| Papamarkou Wellner Asset Management inc. | 12,897 | $1.48M | 0.93% | 00.0% | Unchanged |
| Capital City Trust Co | 12,666 | $1.49M | 0.31% | −1,285−9.2% | Reduced |
| RiverPark Advisors, LLC | 12,739 | $1.50M | 0.68% | −968−7.1% | Reduced |
| Carolina Wealth Advisors, LLC | 12,777 | $1.50M | 0.59% | −139−1.1% | Reduced |
| Brandywine Oak Private Wealth LLC | 12,811 | $1.51M | 0.11% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 12,954 | $1.52M | 0.05% | −424−3.2% | Reduced |
| Sandy Cove Advisors, LLC | 12,956 | $1.52M | 0.38% | +360+2.9% | Added |
| Harbor Capital Advisors, Inc. | 13,033 | $1.53M | 0.10% | +28+0.2% | Added |
| Patrick M Sweeney & Associates, Inc | 13,042 | $1.53M | 0.88% | +297+2.3% | Added |
| Davidson Kahn Capital Management, LLC | 13,054 | $1.54M | 0.66% | −471−3.5% | Reduced |
| Old North State Trust, LLC | 13,075 | $1.54M | 0.79% | +1,602+14.0% | Added |
| Verity & Verity, LLC | 13,085 | $1.54M | 0.11% | +350+2.7% | Added |
| Thoroughbred Financial Services, LLC | 13,112 | $1.54M | 0.07% | −893−6.4% | Reduced |
| Northside Capital Management, LLC | 13,118 | $1.54M | 0.13% | +18+0.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 13,141 | $1.55M | 0.02% | +684+5.5% | Added |
| New Vernon Investment Management LLC | 13,201 | $1.55M | 1.90% | 00.0% | Unchanged |
| Sig Brokerage, LP | 13,212 | $1.55M | 0.25% | +9,206+229.8% | Added |
| LexAurum Advisors, LLC | 13,243 | $1.56M | 0.18% | −3,069−18.8% | Reduced |
| Jacobi Capital Management LLC | 13,285 | $1.56M | 0.08% | +176+1.3% | Added |
| Wedmont Private Capital | 12,717 | $1.57M | 0.04% | +5,069+66.3% | Added |
| Jump Financial, LLC | 13,371 | $1.57M | 0.01% | −48,168−78.3% | Reduced |
| Tred Avon Family Wealth, LLC | 13,479 | $1.59M | 0.49% | −43−0.3% | Reduced |
| Moneta Group Investment Advisors LLC | 13,519 | $1.59M | 0.01% | −299−2.2% | Reduced |
| Klingman & Associates, LLC | 13,588 | $1.60M | 0.07% | +226+1.7% | Added |
| MN Wealth Advisors, LLC | 13,599 | $1.60M | 0.68% | +13,599 | New |
| WSFS Capital Management, LLC | 13,604 | $1.60M | 0.07% | +74+0.5% | Added |
| Stony Point Wealth Management Inc. | 13,660 | $1.61M | 0.57% | −2,424−15.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 13,698 | $1.61M | 0.06% | +582+4.4% | Added |
| Harbor Advisors LLC | 13,700 | $1.61M | 0.20% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 13,750 | $1.62M | 0.01% | +13,750 | New |
| MBM Wealth Consultants, LLC | 13,765 | $1.62M | 0.31% | +2,719+24.6% | Added |
| Diligent Investors, LLC | 13,791 | $1.62M | 0.36% | −757−5.2% | Reduced |
| Opinicus Capital, Inc. | 13,810 | $1.62M | 0.87% | +445+3.3% | Added |
| Great Valley Advisor Group, Inc. | 13,813 | $1.63M | 0.03% | +90+0.7% | Added |
| Lodestone Wealth Management LLC | 13,914 | $1.64M | 0.58% | +15+0.1% | Added |
| Covenant Asset Management, LLC | 13,934 | $1.64M | 0.29% | −783−5.3% | Reduced |
| Vinva Investment Management Ltd | 14,300 | $1.64M | 0.01% | −7,433−34.2% | Reduced |
| Caption Management, LLC | 14,000 | $1.65M | 0.06% | −51,200−78.5% | Reduced |
| Frec Markets, Inc. | 14,016 | $1.65M | 0.15% | +4,640+49.5% | Added |
| Arete Wealth Advisors, LLC | 14,076 | $1.66M | 0.11% | +87+0.6% | Added |
| Hurley Capital, LLC | 14,133 | $1.66M | 0.86% | +307+2.2% | Added |
| Z3 Capital Partners, LLC | 14,144 | $1.66M | 0.35% | −257−1.8% | Reduced |
| Culbertson A N & Co Inc | 14,193 | $1.67M | 0.19% | +4,105+40.7% | Added |
| Caisse des Depots Et Consignations | 14,214 | $1.67M | 0.03% | −6,348−30.9% | Reduced |
| Waters Parkerson & Co., LLC | 14,218 | $1.67M | 0.08% | −228−1.6% | Reduced |
| Kampmann Melissa S. | 14,260 | $1.68M | 1.27% | −4,330−23.3% | Reduced |
| Ocean Capital Management, LLC | 14,329 | $1.69M | 0.31% | +405+2.9% | Added |
| Havemeyer Place LP | 14,389 | $1.69M | 0.17% | −57,223−79.9% | Reduced |
| AE Wealth Management LLC | 14,424 | $1.70M | 0.01% | +3,328+30.0% | Added |
| Sigma Planning Corp | 14,626 | $1.72M | 0.04% | −10−0.1% | Reduced |
| Accretive Wealth Partners, LLC | 14,683 | $1.73M | 0.42% | +353+2.5% | Added |
| Ballentine Partners, LLC | 14,732 | $1.73M | 0.02% | +46+0.3% | Added |
| Stenger Family Office, LLC | 14,746 | $1.74M | 0.28% | +114+0.8% | Added |
| Waterfront Wealth Inc. | 14,100 | $1.74M | 0.27% | 00.0% | Unchanged |
| Zevenbergen Capital Investments LLC | 14,830 | $1.75M | 0.04% | −970−6.1% | Reduced |
| Tema ETFs LLC | 14,855 | $1.75M | 0.06% | +957+6.9% | Added |
| Wealthcare Capital Partners, LLC | 14,905 | $1.75M | 0.72% | +159+1.1% | Added |
| Acorn Wealth Advisors, LLC | 14,920 | $1.76M | 0.43% | −158−1.0% | Reduced |
| Prudential PLC | 15,064 | $1.77M | 0.01% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 15,435 | $1.77M | 0.11% | 00.0% | Unchanged |